Financial well-being for American Citizens & US Green Card Holders living outside the USA
Cross Border Planning
for Americans who live abroad
Investment
Review
Cross Border solutions tailored to your situation, location and risk tolerance.
Retirement
Planning
Wherever you take root, we help you plan for your golden years.
Estate
Planning
Efficiently transfer your assets to the next generation in an international setting.
Tax
Planning
We partner with a network of lawyers & accountants specialised in working with Americans living abroad.
(1)
Investment Review
How do we review investments for Americans living abroad?
Step One
We meet to better understand your life situation, including your goals, challenges & your tolerance to risk.
Step Two
Once we've established your profile, we review your structure & strategy.
Step Three
Introduction & implementation of a tailored cross border solution.
Step Four
Whenever your situation changes such as a new job, change of location, and or children, we adapt.
Retirement
Planning
How do we help Americans retire wherever they want to live?
Step One
We take an inventory of your current retirement plans that could include various country’s social security benefits, European pension plans, IRA’s, and 401(k) plans.
Step Two
We build a strategy to maximize the appropriate contributions and eventual distributions made from the assortment of global plans available.
Step Three
We monitor these plans during both the accumulation and distribution stages of your life and recommend adjustments when and where needed.
Estate Planning
How do we help Americans plan their international estate?
Step One
We take into account all your global assets and liabilities, your family situation, your goals and objectives.
Step Two
We coordinate the planning with other specialist that can include notaries, attorneys and tax specialist.
Step Three
The various estate planning team experts do the necessary to put together an estate plan to address your international needs and circumstances to help to achieve your goals.
Tax Planning
How do we help Americans with tax planning?
We partner with lawyers & accountants who are specialised in working with Americans living abroad. Once we better understand your situation & needs, we bring you in touch with the right expert.
Contact us
Brussels, Belgium: + 32 2 759 4977
Barcelona, Spain: +34 655 34 0993